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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,925 | $102,385-89.3% | $147,080-92.6% | $80,935-86.5% |
| Participation rate | 60.0% | 75.9%-15.9pp | 82.2%-22.2pp | 67.7%-7.7pp |
| Annual return | 14.34% | 135.09%-120.8pp | 420.17%-405.8pp | 35.66%-21.3pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,017 | $6,651-54.6% | $8,066-62.6% | $4,299-29.8% |
| Admin fee / account holder | $127 | $7,951-98.4% | $12,989-99.0% | $6,924-98.2% |